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Get Institutions for : 
Spdr Doubleline Short Duration Total Return Tactical Etf (STOT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 51    5
Total shares held : 
 2,205,130  
% of shares held : 
 74.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 642,350  
% of shares held change : 
   21.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 711,547
 32.27%
 
Increased Positions :
17
 106,401
 4.83%
 
Unchanged Positions :
7
 118,551
 5.38%
 
Decreased Positions :
18
-109,941
-4.99%
 
Closed Positions :
4
-65,657
-2.98%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CAPTRUST FINANCIAL ADVISORS 197 *New 2023-12-31 529,763 $24,814,000 529,763
   Spinnaker Investment Group LLC 5 - 2024-03-31 491,110 $23,078,000 1,590
   LPL FINANCIAL CORP 1334 - 2023-12-31 185,084 $8,669,000 38,766
   MBL Wealth LLC 33 - 2024-03-31 128,211 $6,025,000 114,179
   Hofer & Associates. Inc 4 - 2024-03-31 124,893 $5,869,000 5,623
   UBS Group AG 2307 - 2023-12-31 74,621 $3,495,000 -1,323
   Lineweaver Wealth Advisors LLC 24 *New 2023-12-31 70,314 $3,294,000 70,314
   ROYAL BANK OF CANADA 2237 - 2023-12-31 65,535 $3,069,000 0
   MORGAN STANLEY 4153 - 2023-12-31 65,319 $3,060,000 53
   BURNS WEALTH MANAGEMENT, INC. 164 - 2023-12-31 59,178 $2,772,000 -5,921
   Eldridge Investment Advisors Inc. 42 - 2023-12-31 46,892 $2,196,000 41,892
   Arrowroot Family Office LLC 19 - 2023-12-31 45,868 $2,148,000 -4,949
   Private Advisor Group LLC 809 - 2023-12-31 38,659 $1,811,000 1,373
   Focus Financial Network Inc. 198 - 2024-03-31 34,021 $1,587,000 0
   MONECO Advisors LLC 114 - 2024-03-31 29,604 $1,391,000 -737
   FOCUS FINANCIAL NETWORK INC /ADV 265 - 2023-12-31 29,446 $1,379,000 0
   JANE STREET GROUP LLC 2869 - 2023-12-31 28,494 $1,335,000 -47,653
   JANNEY MONTGOMERY SCOTT LLC 1336 - 2023-12-31 25,772 $1,207,000 -4,325
   AE Wealth Management LLC 1108 - 2023-12-31 23,831 $1,119,000 1,418
   SECURED RETIREMENT ADVISORS LLC 39 - 2023-12-31 23,305 $1,092,000 0
   VIRTU FINANCIAL LLC 188 *New 2023-12-31 23,284 $1,091,000 23,284
   Merit Financial Group LLC 294 *New 2023-12-31 22,844 $1,070,000 22,844
   Synergy Financial Management LLC 79 - 2024-03-31 20,370 $957,000 942
   BANK OF AMERICA CORP /DE/ 4060 - 2023-12-31 19,725 $924,000 272
   Snowden Capital Advisors LLC 468 *New 2023-12-31 18,650 $874,000 18,650
   Larson Financial Group LLC 162 - 2023-12-31 18,245 $855,000 -1,004
   Integrated Wealth Concepts LLC 848 *New 2023-12-31 15,315 $717,000 15,315
   Proficio Capital Partners LLC 121 *New 2023-12-31 14,950 $700,000 14,950
   ENVESTNET ASSET MANAGEMENT INC 3135 - 2023-12-31 14,868 $696,000 -744
   GREATMARK INVESTMENT PARTNERS, INC. 83 - 2023-12-31 13,500 $632,000 1,000
   BSC PRIVATE WEALTH MANAGEMENT LLC 82 *New 2023-12-31 13,330 $624,000 13,330
   KLR INVESTMENT ADVISORS LLC 60 - 2024-03-31 12,422 $580,000 -1,760
   MONEY CONCEPTS CAPITAL CORP 271 - 2023-12-31 10,950 $513,000 203
   CLS INVESTMENT FIRM LLC 1067 - 2022-12-31 8,259 $381,000 0
   Aveo Capital Partners LLC 244 - 2023-12-31 7,560 $354,000 -61
   Lunt Capital Management Inc. 73 - 2024-03-31 6,840 $321,000 -2,765
   Cetera Investment Advisers 1752 - 2023-12-31 6,693 $313,000 -37,090
   SILVER OAK SECURITIES Inc 384 - 2023-12-31 5,999 $281,000 1,359
   CITIGROUP INC 2900 - 2023-12-31 5,840 $274,000 -330
   HIGHTOWER ADVISORS, LLC 2789 - 2023-12-31 5,324 $247,000 -2,209
   Tenon Financial LLC 34 - 2024-03-31 5,140 $242,000 0
   Western Wealth Management LLC 618 - 2023-12-31 4,969 $233,000 31
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 573 - 2024-03-31 4,890 $230,000 35
   Sunbelt Securities Inc. 566 - 2024-03-31 3,605 $169,000 -8
   Pacific Center for Financial Services 122 - 2023-12-31 2,406 $113,000 -512
   Advisor Group Holdings Inc. 4328 - 2023-12-31 2,395 $112,000 1,992
   VALLEY NATIONAL ADVISERS INC 351 - 2024-03-31 1,615 $75,000 0
   NBC SECURITIES INC. 1244 - 2024-03-31 728 $34,000 0
   Geneos Wealth Management Inc. - 2023-12-31 690 $32,000 85
   Capital Advisors Ltd. LLC 549 *New 2024-03-31 533 $25,000 533
   PRIVATE TRUST CO NA 1608 - 2024-03-31 240 $11,000 0
   Covestor Ltd 2005 - 2023-12-31 29 $1,000 1
   Colonial Trust Co / SC 941 *New 2023-12-31 27 $1,000 27
   Smartleaf Asset Management LLC 1051 - 2023-12-31 24 $1,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5824 *Closed 2023-12-31 0 $0 -26,914
   Truadvice LLC 230 *Closed 2023-09-30 0 $0 -5,567
   Strategic Financial Concepts LLC 314 *Closed 2024-03-31 0 $0 -5,893
   CITADEL ADVISORS LLC 5967 *Closed 2023-12-31 0 $0 -20,900
   CIBC WORLD MARKETS INC. 1182 *Closed 2023-12-31 0 $0 -11,807
   PROEQUITIES INC. 8832 - 2023-12-31 0 $0 0
   WELLS FARGO & CO/MN 6914 - 2023-12-31 1 $0 0
   Advisor Resource Council 420 *Closed 2024-03-31 0 $0 -27,654
   J P MORGAN CHASE & CO 6469 *Closed 2023-12-31 0 $0 -6,036
  63 Records found
  1    
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